Social Security

Clients who are currently investing for retirement should anticipate a paltry long-term return given today's market conditions, says BlackRock Chairman and CEO Larry Fink.

The proposals would enhance retirement security for those who depend most on the program; plus, three ways to lower long-term-care insurance premiums.

Retirement savers can ward off the risk of succeeding periods of bad returns during the early part of their golden years with the right asset allocation.

Spouses are generally entitled to Part A hospital coverage from the government program if the worker meets certain requirements.

A new company allows Baby Boomers looking for cheap accommodation to connect with homeowners looking for trustworthy people to watch their house and pets.

One recommendation takes aim at the home loan tax deduction — in some cases.

As clients get into their fifties, they need to start looking at where they are and start ramping up their retirement and investing planning.

The decline could be attributed to poor market returns and the plans' auto enrollment feature.

Clients in their 50s need to save aggressively, pay off their mortgage and other debt, downsize and make the most of the tax breaks they deserve.

Clients may pay taxes on their Social Security Disability Insurance benefits if 50% of the benefits and their other income exceed certain thresholds.

A client says if he had been told he was eligible for a lump-sum payment for back benefits, he would gladly have taken it, even if it meant a reduced monthly benefit for life.

Many Americans stop working before age 70 for health reasons. In one study, nearly 80% of workers who stop working before age 65 do so for their own health or to care for a family member.

Be careful with Social Security and Medicare. Missteps can hurt client relationships.

Modifying popular claiming strategies opens up new client opportunities.

Clients really can spend more now and have more later by delaying when they begin payments.

Clients really can spend more now and have more later by delaying when they begin payments.

Modifying popular claiming strategies opens up new client opportunities.

Back Social Security benefits are often overlooked – how to help clients collect.

The best way to cut the tax bill is to pull from a variety of income sources.